美股详情

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Columbia Large Cap Growth ETF

11.44

+0.05470.48%

盘后：11.440.00000.00%19:30 EDT

成交量：8,746

成交额：9.99万

市值：6,412.07万

市盈率：- -

高：11.46

开：11.37

低：11.36

收：11.39

52周最高：11.83

52周最低：9.33

股本：560.27万

流通股本：560.27万

量比：0.89

换手率：0.16%

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻公告

科技调整接近尾声？下一阶段如何配置？

华尔街见闻

亚洲科技股重挫25-30%，市场定价“EPS下调或资本开支削减”！摩根大通预测：恰恰相反

华尔街见闻

港湾观点︱2026年7月：盛夏与惊涛

小摩：云端订单暴增超150%，AI投资开始兑现，科技股估值跌出投资机会

市场错判了AI？云业务积压订单暴增150%达1.7万亿美元，华尔街喊话：科技股估值已砸出“低洼”

华尔街见闻

广发证券：资本开支驱动半导体物流需求扩容专业化与国产替代打开成长空间

广发证券：资本开支驱动半导体物流需求扩容专业化与国产替代打开成长空间

中信建投：北美云厂商资本开支继续高增长关注算力超跌与高股息标的

中信建投：北美云厂商资本开支继续高增关注算力超跌与高股息标的

8000亿资本开支不是顶？高盛：少算了非美及私募投资，今年AI实际投资有望超过1万亿

智通财经网

牛市行情扩散，背后核心诱因只有一个

环球市场播报

8000亿资本开支不是顶？高盛：少算了非美及私募投资，今年AI实际投资有望超过1万亿

华尔街见闻

8000亿资本开支不是顶？高盛：少算了非美及私募投资，今年AI实际投资有望超过1万亿

石油巨头利润率创纪录背后：炼油瓶颈取代油价成通胀新引擎，美国通胀面临二次反弹

去杠杆冲击之下，算力核心逻辑变了吗？

华尔街见闻

美股这个财报季盈利增长“超预期”，科技巨头“资本开支与AI回报”双涨

华尔街见闻

美股科技巨头财报季留下的悬念：“资本开支”与“AI收入”都在增长，谁会赢得叙事？

华尔街见闻

科技巨头财报季留下的悬念：“资本开支”与“AI收入”都在增长，谁会赢得叙事？

智通财经网

第一太阳能维持全年资本开支预期在8亿-10亿美元不变，分析师预期8.758亿美元。

资本开支越大，领先窗口越短：大模型巨头陷入内卷困局

划重点KeyPoints

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16:26","pubTimestamp":1785918406,"startTime":"0","endTime":"0","summary":"国金证券认为，随着韩国去杠杆、美联储鹰派预期、中东地缘风险等扰动缓解，6月以来全球AI资产调整正接近尾声。AI投资逻辑也将从“资本开支驱动”转向“盈利兑现驱动”，未来配置重点应聚焦投资回报率持续提升、能够将算力投入转化为收入、利润和现金流的企业，而非单纯扩大资本开支的公司。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778737","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PSCI","MADE","UXI","CHAT","DVIN","XLIX","US3Y.BOND","IYJ","US12M.BOND","PJFM","ARTY","US10Y.BOND","TRUI","FIDU","US5Y.BOND","REGS","BK4585","VTHR","QTOC","US30Y.BOND","AIPO","US7Y.BOND","AGIX","FRTY","US2Y.BOND","US6M.BOND","BK4588","XLII","VIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657592594","title":"亚洲科技股重挫25-30%，市场定价“EPS下调或资本开支削减”！摩根大通预测：恰恰相反","url":"https://stock-news.laohu8.com/highlight/detail?id=2657592594","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657592594?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 11:06","pubTimestamp":1785899179,"startTime":"0","endTime":"0","summary":"摩根大通力排众议，宣布当前是买入亚洲科技股的时机。该行指出，亚洲科技股及费城半导体指数累计下跌25%-30%，但基本面毫无恶化迹象——AI扩展定律完好、超大规模云服务商资本开支2027年将飙至1.49万亿美元、合同积压规模创历史新高，EPS仍将持续上调。市场的悲观定价，或正是最佳买点。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778714","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PGF","XLIX","PSCI","XSOE","SPWO","FRTY","DVIN","VIS","FLAX","IYJ","PJFM","REGS","FIDU","MADE","XLII","TRUI","UXI","AAXJ"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2657594380","title":"港湾观点︱2026年7月：盛夏与惊涛","url":"https://stock-news.laohu8.com/highlight/detail?id=2657594380","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657594380?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 10:22","pubTimestamp":1785896520,"startTime":"0","endTime":"0","summary":"港湾观点︱2026年7月：盛夏与惊涛来源：东方港湾投资管理港湾观点作者：东方港湾黄海平备注：封面图由AI制作AI行业像一列加速行驶的列车，而车厢里的投资人却在7月份越来越晕车。回顾整个7月，纳斯达克指数下跌了3.20%，而上半年备受追捧的费城半导体指数下跌20.61%，存储指数下跌31.79%。台积电全面上调全年营收指引，提高资本支出预算，积极扩产。Anthropic的ARR增长势头也未结束，第三方信息显示Anthropic在7月份的ARR已经突破700亿美元。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/smjj/smgd/2026-08-05/doc-inimfshr4724722.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["PSCI","CGNG","AVXC","UXI","CWI","IYJ","AIPO","CHPX","CGIC","ESIM","MADE","PJFM","CGDG","REGS","BAI","VIS","TSM","WUGI","TRUI","XLII","AGIX","TSMZ","AVEM","EMM","03145","ARTY","QTOC","DVIN","FDTX","CNEQ","FIDU","TINS","TEK","ASIA","TTEQ","AIQ","CHAT","XLIX","CGGO","KNOW","TSMY","FRTY","TSMU","BLOX","TSMG","SPTE","STSM","ADVE","AVSE","VTHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657459975","title":"小摩：云端订单暴增超150%，AI投资开始兑现，科技股估值跌出投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2657459975","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657459975?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 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00:07","pubTimestamp":1785859665,"startTime":"0","endTime":"0","summary":"市场对于AI资本支出的质疑持续了一年多，但最新数据正在改变这一叙事。过去一年，投资者一直担心科技巨头投入数千亿美元建设AI基础设施，可能面临\"高投入、低回报\"的问题。数据显示，超大规模云服务商的云业务积压订单同比激增超150%，总额已达约1.7万亿美元，增速远超同期约80%的资本支出增幅。$摩根大通$指出，这一显著差距表明，AI基础设施投资所带来的潜在收入回报正超越市场预期，科技巨头的估值消化压力或已接近尾声。","market":"us","thumbnail":"https://static.tigerbbs.com/13b51c8f8528a82d8c1c972eefe70894","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/13b51c8f8528a82d8c1c972eefe70894"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778680","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["QTEC","QQQT","NJUL","VTHR","TECY","FAZ","STK","FNGA","QJUN","BST","FNG","CAIQ","SQQQ","QQA","QHDG","AGIX","AIPO","NJAN","TDAQ","TEKY","QRMI","XVUG","PQOC","CPNJ","NOCT","CPNM","FEPI","AIEQ","TTXD","GTOP","TMAT","QFLR","REGS","TDVI","TOEQ","QLD","SPTE","QQQM","QTOC","ARTY","NUGO","QQQW","CMAG","QDEC","SPHQ","PSQ","TRUT","CHAT","IXN","QQQP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656398584","title":"广发证券：资本开支驱动半导体物流需求扩容 专业化与国产替代打开成长空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2656398584","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656398584?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 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专业化与国产替代打开成长空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2656813085","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656813085?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 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关注算力超跌与高股息标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2656889765","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656889765?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 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06:33","pubTimestamp":1785796387,"startTime":"0","endTime":"0","summary":"经调整后，高盛估计2026年美国境内AI投资约为5810亿美元，全球总量则约为1.019万亿美元。","market":"sg","thumbnail":"https://static.tigerbbs.com/263c40b49866ec971c6dcefd1aa0a0e0","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/263c40b49866ec971c6dcefd1aa0a0e0"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1475524.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["XLIX","TRUI","MADE","AIPO","PJFM","XLII","ARTY","VTHR","BK4585","IYJ","AGIX","CHAT","VIS","FRTY","QTOC","PSCI","BK4588","REGS","FIDU","DVIN","UXI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656303764","title":"牛市行情扩散，背后核心诱因只有一个","url":"https://stock-news.laohu8.com/highlight/detail?id=2656303764","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656303764?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 01:10","pubTimestamp":1785777000,"startTime":"0","endTime":"0","summary":"市场担忧头部科技企业开支过度，并且这类高额投入还将持续、持续拖累现金流，促使股市行情明显扩散至更多板块。奥本海默提到，一个标志性现象出现：自 2009 年以来，等权重标普 500 指数首次跑赢市值加权标普 500 指数，超额收益超过 7.3%。公司并未披露任何 2027 年资本开支详细预期。Alphabet 二季度资本开支达到 449 亿美元，略高于华尔街预期的 447 亿美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-08-04/doc-inimamwc5730038.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["UXI","CAFG","BK4588","SFLO","FRTY","XLIX","SCOW","IYJ","ABLS","XLII","FIDU","REGS","VIS","PSCI","BK4585","PJFM","TRUI","MADE","DVIN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656717243","title":"8000亿资本开支不是顶？高盛：少算了非美及私募投资，今年AI实际投资有望超过1万亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2656717243","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656717243?lang=zh_cn&edition=fundamental","pubTime":"2026-08-03 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